Keep claimant records aligned for law project managers
Keep claimant records aligned for law project managers
Project managers see claimant updates split across systems, causing RA reporting errors and delayed case tracking. This updates the RA report so records match.
Overview
Claimant record mismatches create reporting gaps and slow case progress for law firm project managers. This workflow writes claimant updates into the RA report and notifies intake and project teams, eliminating manual reconciliation and keeping reporting and case tracking current.
Notable Features
- Update RA spreadsheet on change
- Find and update matching row
- Notify intake and project teams